HIRTLE CALLAGHAN & Overview

Hirtle Callaghan & Company Llc is an investment advisor that manages 26.1 BN dollars in regulatory AUM and has 93 employees, of which 62 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/06 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 6% of the manager's regulatory AUM.

HIRTLE CALLAGHAN & StockAlpha

-2.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HIRTLE CALLAGHAN & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 23.81% ETF 4.32% 0% 0 36%
IEFA 9.65% ETF 3.52% -0.02% 0 5%
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HIRTLE CALLAGHAN & Founders and Key Employees

Name Title In Position Since
Jonathan J. Hirtle President, Chief Executive Officer June-1988
Robert J. Zion Vice President, Treasurer, Secretary, Chief Operating Officer January-1996
Kevin Byrne Chief Compliance Officer July-2012
Dierk A. Flemming Chief Legal Officer November-2012
Jonathan J. Hirtle President And Chief Executive Officer Of Hirtle Callaghan Special Opportunities Gp, Llc September-2012
Jonathan J. Hirtle President And Chief Executive Officer Of Hirtle Callaghan Private Equity Fund Ix(A) Gp, Llc November-2011
Jonathan J. Hirtle President And Chief Executive Officer Of Hirtle Callaghan Private Equity Fund X(A) Gp, Llc March-2014
Jonathan J. Hirtle President And Chief Executive Officer Of Hirtle Callaghan Absolute Return Gp, Llc June-2011
Jonathan J. Hirtle President And Chief Executive Officer Of Hirtle Callaghan Special Opportunities 2009 Gp, Llc October-2009
Robert J. Zion Vice President, Treasurer And Secretary Of Hirtle Callaghan Special Opportunities Gp, Llc September-2012
Robert J. Zion Vice President, Treasurer And Secretary Of Hirtle Callaghan Private Equity Fund Ix(A) Gp, Llc November-2011
Robert J. Zion Vice President, Treasurer And Secretary Of Hirtle Callaghan Private Equity Fund X(A) Gp, Llc March-2014
Robert J. Zion Vice President, Treasurer And Secretary Of Hirtle Callaghan Absolute Return Gp, Llc June-2011
Robert J. Zion Vice President, Treasurer And Secretary Of Hirtle Callaghan Special Opportunities 2009 Gp, Llc October-2009

HIRTLE CALLAGHAN & Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro

HIRTLE CALLAGHAN & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss .................................................................. 7
...
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HIRTLE CALLAGHAN & Portfolio Concentration

HIRTLE CALLAGHAN & Location

FIVE TOWER BRIDGE, 300 BARR HARBOR DRIVE
SUITE 500
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428-2998

HIRTLE CALLAGHAN & Contact Information

Phone Number: 610-828-7200
Fax Number: 610-828-7425
Website:

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